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J.W. COLE ADVISORS, INC.

Position in USFD — US Foods Holding Corp.

CIK 1404763 TAMPA, FL

Position in USFD

as of Jun 30, 2026 · filed Jul 21, 2026
Position Value
$778,429
+$205,018 QoQ
Shares Held
7,613
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#320
of 662 holders
Holding Since
Mar 2025
5 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in USFD Over Time

Shares Held

Position Value (USD)

Position in Food Distribution

Consumer Defensive · as of Jun 30, 2026

J.W. COLE ADVISORS, INC. holds $2,336,945 across 2 Food Distribution names. USFD ranks #2 (33.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 USFD
US Foods Holding Corp.
This page
7,613 $778,429

All Filings in USFD

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5 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $778,429 7,613
2025-12-31 $573,411 7,613
2025-09-30 $604,761 7,893
2025-06-30 $608,456 7,901
2025-03-31 $488,397 7,461